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To: Jim Willie CB who wrote (12551)	4/11/2001 2:20:04 PM
From: pbull	Read Replies (1) \| Respond to of 13572

Thanks; in return, here's an update from a tech market "pro": "Overcapacity/excess inventory and telecom structural issues are pretty worrisome. There is very little actual demand out there right now and from a bottom-up perspective, things are not good. Nevertheless, I am finding excellent value out there, especially in the $500mm - $4b cap arena. I have never seen companies with such solid long-term prospects sell at 1x revs and 2x cash." JW, specifically, he's talking about companies that he believes to be solid but have warned/missed their earnings because of poor overall biz conditions. He's betting they'll come back like champs once capex spending returns. Sees WCOM as key driver of demand. FWIW. PB